Smith Salley Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $253K | Buy |
496
+145
| +41% | +$78.4K | 0.01% | 252 |
|
|
2026
Q1 | $212K | Sell |
351
-715
| -67% | -$440K | 0.01% | 262 |
|
|
2025
Q4 | $516K | Sell |
1,066
-3,788
| -78% | -$1.81M | 0.03% | 184 |
|
|
2025
Q3 | $2.42M | Sell |
4,854
-80
| -2% | -$36.3K | 0.12% | 113 |
|
|
2025
Q2 | $2.29M | Buy |
4,934
+257
| +5% | +$120K | 0.13% | 105 |
|
|
2025
Q1 | $2.09M | Sell |
4,677
-16
| -0.3% | -$7.37K | 0.14% | 105 |
|
|
2024
Q4 | $2.28M | Sell |
4,693
-26
| -0.6% | -$14.2K | 0.15% | 99 |
|
|
2024
Q3 | $2.76M | Sell |
4,719
-19
| -0.4% | -$10.2K | 0.18% | 84 |
|
|
2024
Q2 | $2.21M | Buy |
4,738
+27
| +0.6% | +$12.5K | 0.16% | 88 |
|
|
2024
Q1 | $2.14M | Sell |
4,711
-2,304
| -33% | -$1.01M | 0.17% | 94 |
|
|
2023
Q4 | $3.18M | Sell |
7,015
-228
| -3% | -$101K | 0.21% | 83 |
|
|
2023
Q3 | $2.96M | Sell |
7,243
-8
| -0.1% | -$3.55K | 0.22% | 77 |
|
|
2023
Q2 | $3.34M | Buy |
7,251
+31
| +0.4% | +$14.4K | 0.25% | 74 |
|
|
2023
Q1 | $3.41M | Buy |
7,220
+59
| +0.8% | +$27.7K | 0.27% | 75 |
|
|
2022
Q4 | $3.48M | Buy |
7,161
+37
| +0.5% | +$17.2K | 0.3% | 74 |
|
|
2022
Q3 | $2.75M | Buy |
7,124
+94
| +1% | +$39.3K | 0.26% | 78 |
|
|
2022
Q2 | $3.02M | Buy |
7,030
+364
| +5% | +$160K | 0.26% | 79 |
|
|
2022
Q1 | $2.94M | Buy |
6,666
+139
| +2% | +$56.3K | 0.22% | 86 |
|
|
2021
Q4 | $2.32M | Sell |
6,527
-216
| -3% | -$74.7K | 0.16% | 104 |
|
|
2021
Q3 | $2.33M | Buy |
6,743
+152
| +2% | +$55K | 0.18% | 96 |
|
|
2021
Q2 | $2.49M | Buy |
6,591
+192
| +3% | +$73.8K | 0.2% | 89 |
|
|
2021
Q1 | $2.36M | Buy |
6,399
+216
| +3% | +$74.1K | 0.21% | 83 |
|
|
2020
Q4 | $2.19M | Buy |
6,183
+111
| +2% | +$40.8K | 0.22% | 81 |
|
|
2020
Q3 | $2.33M | Buy |
6,072
+86
| +1% | +$32.8K | 0.28% | 75 |
|
|
2020
Q2 | $2.18M | Buy |
5,986
+320
| +6% | +$121K | 0.29% | 72 |
|
|
2020
Q1 | $1.92M | Sell |
5,666
-88
| -2% | -$34.6K | 0.32% | 70 |
|
|
2019
Q4 | $2.24M | Buy |
5,754
+10
| +0.2% | +$3.84K | 0.3% | 79 |
|
|
2019
Q3 | $2.24M | Buy |
5,744
+375
| +7% | +$141K | 0.32% | 76 |
|
|
2019
Q2 | $1.95M | Sell |
5,369
-238
| -4% | -$79.6K | 0.29% | 79 |
|
|
2019
Q1 | $1.68M | Buy |
5,607
+545
| +11% | +$160K | 0.27% | 78 |
|
|
2018
Q4 | $1.33M | Sell |
5,062
-1,358
| -21% | -$412K | 0.24% | 82 |
|
|
2018
Q3 | $2.22M | Sell |
6,420
-288
| -4% | -$92.9K | 0.35% | 73 |
|
|
2018
Q2 | $1.98M | Buy |
6,708
+107
| +2% | +$34.5K | 0.34% | 78 |
|
|
2018
Q1 | $2.23M | Buy |
+6,601
| New | +$2.25M | 0.4% | 74 |
|
Other funds holding LMT
Smith Salley Wealth Management's LMT Position: Q2 2026 in Review
Smith Salley Wealth Management increased its Lockheed Martin (LMT) stake by 41% in Q2 2026, buying an estimated $78.4K and bringing the position to 496 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #252.
Smith Salley Wealth Management first reported a position in LMT in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.48M in Q4 2022. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Smith Salley Wealth Management held 496 shares of Lockheed Martin worth $253K as of Q2 2026.
- Smith Salley Wealth Management bought 145 Lockheed Martin shares in Q2 2026, an estimated $78.4K.
- Lockheed Martin made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #252 holding.
- Smith Salley Wealth Management first reported a position in Lockheed Martin in Q1 2018 and has held it in 34 quarters since.
- Smith Salley Wealth Management's Lockheed Martin position peaked at $3.48M in Q4 2022.
- 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.